SFS

Sowell Financial Services Portfolio holdings

AUM $2.72B
1-Year Est. Return 21.46%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.46%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.21B
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,529
New
Increased
Reduced
Closed

Top Buys

1
+$32.8M
2
+$32.7M
3
+$30.6M
4
AAPL icon
Apple
AAPL
+$25.4M
5
MSFT icon
Microsoft
MSFT
+$23.3M

Top Sells

No sells this quarter

Sector Composition

1 Technology 8.4%
2 Financials 7.28%
3 Consumer Staples 7.15%
4 Healthcare 5.92%
5 Industrials 4.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1876
$4K ﹤0.01%
+59
1877
$4K ﹤0.01%
+178
1878
$4K ﹤0.01%
+138
1879
$4K ﹤0.01%
+188
1880
$4K ﹤0.01%
+110
1881
$4K ﹤0.01%
+193
1882
$4K ﹤0.01%
+68
1883
$4K ﹤0.01%
+209
1884
$4K ﹤0.01%
+354
1885
$4K ﹤0.01%
+108
1886
$4K ﹤0.01%
+47
1887
$4K ﹤0.01%
+124
1888
$4K ﹤0.01%
+73
1889
$4K ﹤0.01%
+100
1890
$4K ﹤0.01%
+89
1891
$4K ﹤0.01%
+191
1892
$3K ﹤0.01%
+223
1893
$3K ﹤0.01%
+46
1894
$3K ﹤0.01%
+22
1895
$3K ﹤0.01%
+1,100
1896
$3K ﹤0.01%
+31
1897
$3K ﹤0.01%
+33
1898
$3K ﹤0.01%
+85
1899
$3K ﹤0.01%
+253
1900
$3K ﹤0.01%
+55
74 75
76
77 78